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Strategic Advisers has 27 of 165 first adviser registrations

From November 6 through 8, 2026, the selected roster lists 165 first adviser registrations; 27 are currently affiliated with Strategic Advisers LLC.

By Maya Chen··1 min read

Strategic Advisers LLC is the current listed firm for 27 of the 165 source-reported first adviser registrations dated November 6–8, 2026. The count refers to first adviser registrations in that window, not to people hired during those days.

Lucas Fesenmeyer and Chase W. Monaghan each had a first adviser registration dated November 6, 2026, with Strategic Advisers LLC listed as their current firm. Their reported branch locations, observed November 9, were Evergreen, Colorado, and Perrysburg, Ohio, respectively; those locations do not establish residence or a sole workplace.

Vidush Kannekanti had a first adviser registration dated November 8, 2026, with Merrill Lynch, Pierce, Fenner & Smith Incorporated listed as the current firm. His reported branch location was New York, New York, observed November 9; that record does not establish a hiring date or residence.

Edward Jones is the current listed firm for 16 registrations in the same period, while Merrill Lynch, Pierce, Fenner & Smith Incorporated is listed for 11 and Morgan Stanley for six. The firm shown is a current source-listed affiliation, not necessarily the firm where a person first registered.

The selected period runs November 6 through 8, 2026; the roster was observed as of November 8.

First adviser registrations

The advisers below account for all 165 source-reported first adviser registrations from 11/06/2026 through 11/08/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 76–100 of 165. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
John M. Geri812220011/09/202611/07/2026Bailard, Inc.110550Foster City, CA
John W. Wright832497011/09/202611/06/2026Truist Advisory Services, Inc.283390Tampa, FL
John Wambaugh811575711/09/202611/06/2026Strategic Advisers LLC104555Covington, KY
Jon M. Pacheaco813908411/09/202611/06/2026Strategic Advisers LLC104555Melbourne, FL
Jonathan R. Mattis837035411/09/202611/06/2026Maripau Wealth Management LLC311934Ann Arbor, MI
Jordan J. Kohn821453111/09/202611/06/2026Mariner140195New York, NY
Jordan Whaley807158311/09/202611/06/2026Eagle Strategies LLC110826Glendale, CA
Joseph R. Heller740878511/09/202611/06/2026Corevision Financial Group325310Shelbyville, IN
Junyi Gong789903711/09/202611/06/2026Citigroup Global Markets Inc.7059Jacksonville, FL
Kaila E. Cotey831544711/09/202611/06/2026Valic Financial Advisors, Inc.42803Novi, MI
Kansas R. Robinson794523511/09/202611/06/2026Sanctuary Advisors, LLC226606Indianapolis, IN
Karen M. Kiley837037511/09/202611/06/2026First Advisors National, LLC166212Silsbee, TX
Kayla L. Sanchez815161611/09/202611/06/2026Strategic Advisers LLC104555Westlake, TX
Kelly L. Burns721852911/09/202611/06/2026Truist Advisory Services, Inc.283390Birmingham, AL
Kelly Torres320573011/09/202611/06/2026Strategic Advisers LLC104555Greenwood Village, CO
Kevin M. Sample811667611/09/202611/06/2026Strategic Advisers LLC104555Jacksonville, FL
Khushbi N. Alston802339311/09/202611/06/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Jacksonville, FL
Kinberly Urieta633650111/09/202611/06/2026Wells Fargo Advisors Financial Network, LLC11025St. Louis, MO
Kylie Rosenquest793634111/09/202611/06/2026Strategic Advisers LLC104555Smithfield, RI
Laura Franco800997611/09/202611/06/2026Charles Schwab & Co., Inc.5393Westlake, TX
Lauren A. Bacon420264011/09/202611/08/2026J.P. Morgan Securities LLC79Portland, OR
Lee B. Scully796699911/09/202611/06/2026Raymond James (USA) Ltd.25853Not reported
Leif R. Jorgensen826195911/09/202611/06/2026Wealth Enhancement Advisory Services, LLC116407Portland, OR
Lorelei V. Chao818543811/09/202611/06/2026Astravia Family Wealth Office LLC342263El Segundo, CA
Lucas Fesenmeyer831931911/09/202611/06/2026Strategic Advisers LLC104555Evergreen, CO

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